Original filing (PDF)20250724153837NAL0005748145003

Strothman & Company P.S.C. DBA Innovative Tax Advisors

Name: Strothman & Company P.S.C. DBA Innovative Tax Advisors — Form 5500 Plan 001 (2024)
Creator: Strothman & Company P.S.C. DBA Innovative Tax Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strothman & Company P.S.C. Profit Sharing Plan

401(k) retirement plan · Strothman & Company P.S.C. DBA Innovative Tax Advisors' Strothman & Company P.S.C. Profit Sharing Plan held $7.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan identifiers

Strothman & Company P.S.C. DBA Innovative Tax Advisors' EIN is 61-1191655.

EIN 61-1191655

Plan number 001

Plan year 2024

ACK ID 20250724153837NAL0005748145003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strothman & Company P.S.C. DBA Innovative Tax Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strothman & Company P.S.C. DBA Innovative Tax Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STROTHMAN & COMPANY P.S.C. DBA INNOVATIVE TAX ADVISORS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

STROTHMAN & COMPANY P.S.C. DBA INNOVATIVE TAX ADVISORS

EIN

all filings

Address

1600 WATERFRONT PLAZA · 325 W MAIN ST · LOUISVILLE, KY · 402024254

Phone

(502) 585-1600

Industry

CPA Offices· Professional & Technical Services

Plan administrator